Civic Intelligence

Organization for Fatigue & Fibromyalgia Education & Research

EIN 87-0687610 • 501(c)3 • Murray, UT

Profile

Raise awareness of chronic fatigue syndrome and fibromyalgia and provide patients and professionals with information and advocacy.

5187 Ascension Way 200Murray, UT 84123

www.offerutah.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

91st percentile

0.81x

Higher debt load relative to assets than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.19x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

1.8%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$176,178

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 6.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

8th percentile

-25%

Faster asset growth than 8% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

31%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$665,256

Down $216,066 (-25%) from 2023

Liabilities

Down

$541,878

Down $229,934 (-30%) from 2023

Net Assets

Up

$123,378

Up $13,868 (+13%) from 2023

Revenue

Up

$2,847,570

Up $676,887 (+31%) from 2023

Expenses

Up

$2,797,664

Up $359,865 (+15%) from 2023

Net Income

Up

$49,906

Up $317,022 (+119%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2010: $22,473Liabilities 2010: $30Net Assets 2010: $22,4432010Assets 2011: $28,381Liabilities 2011: $30Net Assets 2011: $28,3512011Assets 2012: $25,679Liabilities 2012: $0Net Assets 2012: $25,6792012Assets 2013: $117,141Liabilities 2013: $3,407Net Assets 2013: $113,7342013Assets 2014: $114,403Liabilities 2014: $02014Assets 2015: $264,485Liabilities 2015: $21,538Net Assets 2015: $242,9472015Assets 2016: $1,280,063Liabilities 2016: $262,404Net Assets 2016: $1,017,6592016Assets 2017: $825,099Liabilities 2017: $210,666Net Assets 2017: $614,4332017Assets 2018: $575,130Liabilities 2018: $289,227Net Assets 2018: $285,9032018Assets 2019: $455,672Liabilities 2019: $464,895Net Assets 2019: -$9,2232019Assets 2020: $771,920Liabilities 2020: $552,692Net Assets 2020: $219,2282020Assets 2021: $646,829Liabilities 2021: $390,779Net Assets 2021: $256,0502021Assets 2022: $962,397Liabilities 2022: $960,738Net Assets 2022: $1,6592022Assets 2023: $881,322Liabilities 2023: $771,812Net Assets 2023: $109,5102023Assets 2024: $665,256Liabilities 2024: $541,878Net Assets 2024: $123,3782024

Highlighted filing

2024

Assets$665,256
Liabilities$541,878
Net Assets$123,378

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $72,772Expenses 2010: $68,772Net Income 2010: $4,0002010Revenue 2011: $26,354Expenses 2011: $20,446Net Income 2011: $5,9082011Revenue 2012: $23,430Expenses 2012: $26,102Net Income 2012: -$2,6722012Revenue 2013: $109,370Expenses 2013: $22,575Net Income 2013: $86,7952013Revenue 2014: $78,398Expenses 2014: $81,206Net Income 2014: -$2,8082014Revenue 2015: $351,346Expenses 2015: $211,759Net Income 2015: $139,5872015Revenue 2016: $2,030,840Expenses 2016: $1,326,428Net Income 2016: $704,4122016Revenue 2017: $1,197,926Expenses 2017: $1,621,950Net Income 2017: -$424,0242017Revenue 2018: $1,387,587Expenses 2018: $1,761,702Net Income 2018: -$374,1152018Revenue 2019: $1,622,838Expenses 2019: $1,945,831Net Income 2019: -$322,9932019Revenue 2020: $1,799,542Expenses 2020: $1,571,091Net Income 2020: $228,4512020Revenue 2021: $2,098,445Expenses 2021: $2,099,383Net Income 2021: -$9382021Revenue 2022: $1,853,294Expenses 2022: $2,096,963Net Income 2022: -$243,6692022Revenue 2023: $2,170,683Expenses 2023: $2,437,799Net Income 2023: -$267,1162023Revenue 2024: $2,847,570Expenses 2024: $2,797,664Net Income 2024: $49,9062024

Highlighted filing

2024

Revenue$2,847,570
Expenses$2,797,664
Net Income$49,906

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.54$0.12$2.85$2.80$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.77$0.11$2.17$2.44$0.27
2022Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.00$1.85$2.10$0.24
2021Detailed filing. Detailed filing data is available for this year.$0.65$0.39$0.26$2.10$2.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.55$0.22$1.80$1.57$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.01$1.62$1.95$0.32
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.29$0.29$1.39$1.76$0.37
2017Detailed filing. Detailed filing data is available for this year.$0.83$0.21$0.61$1.20$1.62$0.42
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.26$1.02$2.03$1.33$0.70
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.02$0.24$0.35$0.21$0.14
2014Summary only. Only limited summary data is available for this year.$0.11$0.00$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.11$0.11$0.02$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.02$0.03$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.03$0.00$0.03$0.03$0.02$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.00$0.02$0.07$0.07$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$3,285,425
Mission and Program Overview

Mission

The primary exempt purpose of the bateman horne center of excellence is to raise awareness of chronic fatigue syndrome and fibromyalgia and provide patients and professionals with information, clinical care, and integrated research projects.

To improve the lives of people affected by me/cfs, long covid, fibromyalgia, infection-associated chronic conditions, and related comorbid conditions through excellence in clinical care, research, and education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$298,439$316,866▲ $18,427
Cash and Non-Interest-Bearing Accounts$148,662$263,317▲ $114,655
Investments in Publicly Traded Securities$277,552$261,207▼ $16,345
Pledges and Grants Receivable$149,842$66,000▼ $83,842
Accounts Receivable$94,437$62,234▼ $32,203
Land, Buildings, and Equipment, Net$14,652$11,563▼ $3,089
Prepaid Expenses and Deferred Charges$10,580--
Savings and Temporary Cash Investments-$935-
Total Assets$881,322$665,256▼ $216,066
Other Assets Total$185,597--
Liabilities
Other Liabilities$221,055--
Accounts Payable and Accrued Expenses$162,469$179,266▲ $16,797
Deferred Revenue$89,849$45,746▼ $44,103
Total Liabilities$771,812$541,878▼ $229,934
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$109,510$123,378▲ $13,868
Total Net Assets Fund Balance$109,510$123,378▲ $13,868
Total Liabilities and Net Assets / Fund Balance$881,322$665,256▼ $216,066

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements-$108,318$108,318
Equipment$11,553$71,914$83,467
Other Land Buildings$10$10,890$10,900
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brayden YellmanMd ProviderFT$171,783$4,395$176,178
Jennifer BellFnp ProviderFT$115,440$11,681$127,121
Lucinda Bateman MdMedical DireFT$122,000$2,509$124,509
Saeed AbbaszadehPa ProviderFT$114,725$2,401$117,126
Tahlia RuschioniEducation DiFT$107,336$7,379$114,715
Robert EnceExecutive DiFT$80,308$1,610$81,918

Board Members and Trustees

NameTitle
Mary Sue RomingerChair
Ted KalyVice Chair
Alan LightDirector
Dave MasonDirector
Deb KeyeDirector
Jessica TurnerDirector
Linda MilneDirector
Luke HansenDirector
Paige ZuckermanDirector
Peggy AllenDirector
Susan Taylor-brownDirector
Sharon DonnellySecretary
Veldon SorensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,594,807
Program Service Revenue
$1,212,673
Investment Income
$40,090
Other Revenue
$0
All Other Contributions
$1,591,328
Change in Net Assets
$49,906

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$456,727Quoted Price at Donation
Total Noncash Contributions4$456,727-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,847,570
Revenue Not Reported on Form 990
$-36,038
Total Revenue per Audited Statements
$2,811,532
Total Revenue per Form 990
$2,847,570
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,971,869
Other Expenses$825,795
Total Fundraising Expense$40,425
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,390,119$44,923$15,345$1,450,387
Fees for Services Other$264,455$31,956$8,594$305,005
Current Officers, Directors, Trustees, and Key Employees$217,137$32,767$8,192$258,096
Occupancy$200,782--$200,782
Payroll Taxes$126,880$6,102$1,851$134,833
Other Employee Benefits$92,195$4,611$1,400$98,206
Fees for Services Accounting-$85,016-$85,016
Office Expenses$56,252$2,613$614$59,479
Insurance$51,636$2,483$753$54,872
Information Technology$39,749$1,617$3,064$44,430
Pension Plan Contributions$29,226$834$287$30,347
Interest$8,322$647$277$9,246
Other Expenses$8,945$4,891$1$8,946
Depreciation Depletion$6,925$365-$7,290
Travel$4,166$219-$4,385
Conferences and Meetings$3,245$156$47$3,448
Advertising$2,713--$2,713
Total Functional Expenses$2,537,611$219,628$40,425$2,797,664

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,797,664
Total Expenses per Audited Statements$2,797,664
Total Expenses per Form 990$2,797,664
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$298,439$316,866▲ $18,427
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Bateman horne centers (bhc) form 990 was prepared by bhcs cpa in consultation with the bhc executive director. It was reviewed in detail by the bhc executive director and board treasurer for accuracy and reasonability. A complete copy of the form 990 was provided to the bhc board of directors before it was filed.

Form 990, Page 6, Part VI, Line 12C

Bhc provides a copy of its conflict of interest policy as part of its bhc code of conduct to all board members and staff during onboarding. In addition, a copy is accessible each year and all must sign an annual attestation of compliance. All potential conflicts of interest are reviewed by the appropriate supervising body, the executive committee and executive director for board members, and the executive director and appointed bhc leadership team members for staff. Once appropriate action has been determined by the supervising body, the executive director is ultimately responsible to take the appropriate action to eliminate or mitigate risks posed by the conflict. Bhc requires board or staff with conflict of interest be recused from the deliberation and voting related to a transaction or action in which they may have conflict.

Form 990, Page 6, Part VI, Line 15A

At the time or hire and annually thereafter, the executive committee (ec) of the bhc board of directors conducts an annual performance review and establishes the executive directors compensation. Bhc requires that no member of the committee have a conflict of interest related to the compensation arrangement. The ec uses salary surveys, publicly available 990s, and other information for similar positions and similar organizations within the region to establish a reasonable level of compensation. The committee contemporaneously documents its discussions and decisions in committee minutes. Bhcs board members do not receive compensation from bhc.

Form 990, Page 6, Part VI, Line 15B

At the time or hire and annually thereafter, the executive director of the bhc conducts an annual performance review and establishes the medical directors compensation. The executive director is independent with regard to this compensation arrangement. The executive director uses salary surveys, publicly available 990s, and other information for similar positions and similar organizations within the region to establish a reasonable level of compensation. The executive director contemporaneously documents this process and its results.

Form 990, Page 6, Part VI, Line 19

Bhcs governing documents and conflict of interest policy (as part of the bhc code of conduct), form 990, and audited financial statements (if applicable) are available upon request to the bhc executive director. In addition, bhcs 990s for the past several years are available through guidestar.org and bhcs articles of incorporation are available through the utah department of commerce division of corporations and commercial code or by request to the bhc executive director.

Filing and Contact Details

Filer

Filer Name
Bateman Horne Center of Excellence
EIN
87-0687610
Phone
8018792789
Address
5187 ASCENSION WAY 200, MURRAY, UT 84123

Signing Officer

Name
Tahlia Ruschioni
Title
Executive Director
Phone
8018792789
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tahlia Ruschioni
Formed
2001
Legal Domicile
Ut
Voting Board Members
10
Independent Board Members
10
Employees
27
Volunteers
30

Preparer

Firm
Bountiful Peak Advisors
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Shalaun T Howell CPA
Phone
8012943155
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To improve the lives of people affected by myalgic encephalomyelitis/chronic fatigue syndrome (me/cfs), long covid, fibromyalgia, infection-associated chronic conditions, and related comorbid conditions through excellence in clinical care, research, and education.

Form 990, Part IX, Line 11G

Contract services 4,867 0 0 payroll processing 0 31,956 0 educational program services 54,654 0 0 billing service fees 36,202 0 0 study patient reimbursements 29,000 0 0 research studies 126,388 0 0 lab fees 3,819 0 0 study outside services 9,525 0 0 professional services other 0 0 8,594 total 264,455 31,956 8,594

Financial Statement Notes

Schedule D, Page 3, Part X

The organization has been recognized by the internal revenue service (irs) as exempt from federal income taxes under section 501(c)(3), qualifying for the charitable contribution deduction under section 509(a)(2), and has been determined not to be a private foundation under section 509(a). The organization is annually required to file a return of organization exempt from income tax (form 990) and is subject to income tax on net income that is derived from business activities that are unrelated to their exempt purposes. Management has determined that the organization is not subject to unrelated business income tax. Management believes that the organization has appropriate support for any tax positions taken in its annual filing and does not have any uncertain tax positions that are material to the financial statements. The organization's forms 990 are no longer subject to tax examination for years before 2021.

Raw XML AppendixShowing 400 of 621 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0RESEARCH THE BATEMAN HORNE CENTER CONDUCTS INNOVATIVE RESEARCH TO DEFINE THE CORE SIGNS,SYMPTOMS, AND BIOLOGICAL MECHANISMS OF MYALGIC ENCEPHALOMYELITIS/CHRONIC FATIGUE SYNDROME (ME/CFS), FIBROMYALGIA (FM), AND LONG COVID. BHC ADVANCES DISCOVERY BY COLLECTING AND SHARING BIOLOGICAL SAMPLES AND CLINICAL DATA AND CONDUCTING RESEARCH INITIATIVES WITH LEADING SCIENTISTS AND RESEARCH INSTITUTIONS WORLDWIDE. THIS COLLABORATIVE RESEARCH ACCELERATES PROGRESS TOWARD IMPROVED DIAGNOSTICS, TREATMENTS, AND ULTIMATELY PREVENTION STRATEGIES FOR POST-INFECTIOUS AND COMPLEX CHRONIC DISEASES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0CLINIC BHC MAINTAINS AN EXPERT CLINICAL CARE CENTER THAT PROVIDES PATIENTS WITH COMPREHENSIVE EVALUATION, DIFFERENTIAL DIAGNOSIS, AND INDIVIDUALIZED MANAGEMENT PLANS FOR COMPLEX, POSTINFECTIOUS CONDITIONS INCLUDING ME/CFS, FM, AND LONG COVID. OUR MULTIDISCIPLINARY TEAM ALSO SUPPORTS CLINICAL CHARACTERIZATION AND RECRUITMENT FOR TARGETED RESEARCH STUDIES AND TRIALS. THESE EFFORTS CONTRIBUTE TO NATIONAL INITIATIVES AIMED AT IMPROVING THE UNDERSTANDING, TREATMENT, AND QUALITY OF CARE FOR INDIVIDUALS AFFECTED BY THESE CONDITIONS.
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